The Challenge
A national non-profit organization providing four-year degrees, workforce skills training, and corporate internships was facing growing complexity as its programs and teams expanded. Operating on Asana, teams found it increasingly difficult to manage portfolio-level projects, prioritize initiatives effectively, and coordinate cross-team planning.
Without a unified system, project managers and leaders lacked reliable visibility into how projects connected across departments. Reporting became time-consuming and inconsistent, limiting the organization’s ability to align resources with its mission to upskill students and bridge the opportunity divide.
The organization knew it needed to modernize its work management practices, consolidate all project and program tracking into Jira, and build the governance and Agile culture to support better planning, delivery, and reporting. Their goals were clear:
Consolidate Work Management for all portfolio projects
Establish consistent Portfolio Prioritization
Enable seamless Cross-Team Planning
Build Custom Reporting dashboards for stakeholders
Deliver Targeted Training to empower teams
Provide Best Practices Consulting
Identify and implement Process Improvements where needed
The Solution
To make this vision real, the organization partnered with Trundl and implemented SAFe® in a Box — a fast, proven approach to migrating teams from Asana to Jira and immediately establishing consistent, SAFe®-aligned work management.
Trundl’s experts guided the migration for all teams, ensuring a smooth transition that preserved project histories while setting up Jira with clear portfolio project structures, standardized issue types, and priority workflows. With this solid foundation, cross-team planning became practical and predictable, allowing teams to align deliverables, dependencies, and timelines in real time.
To build transparency from the ground up, Trundl developed custom reporting dashboards tailored for project managers, the PMO, and executive leadership. These dashboards replaced manual updates with live metrics, giving everyone — from team leads to executives — confidence in project progress and portfolio health.
Recognizing that tools are only part of the equation, Trundl delivered targeted training sessions and hands-on best practices consulting to help teams adopt new ways of planning, tracking, and reporting work. Continuous process improvement was embedded into the engagement, ensuring that the teams didn’t just switch tools but also improved how they collaborated and delivered value to their students and partners.
The Results
Working with Trundl, the organization successfully:
Migrated all teams from Asana to Jira, consolidating project tracking under one scalable platform
Empowered all teams to coordinate, plan, and track work together in real time
Enabled the Project Management Office to gain clear visibility into projects spanning multiple teams and programs
Delivered dynamic dashboards that provide executive leadership with actionable insights at any time, boosting strategic decision-making
By partnering with Trundl, the non-profit organization built a unified, transparent, and collaborative work management system — giving their teams the tools and practices they need to deliver on their mission at scale.
